Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 46,853 $26.6M 12.51% -5,734 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 46,704 $26.5M 15.8% +915 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 45,450 $26.4M 0.41% -1,362 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 46,466 $26.4M 1.7% +46,293 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 45,801 $26M 7.57% +1,939 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 45,729 $26M 8.23% -29,592 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 45,619 $25.9M 0.03% -2,739 13F-HR Timeline Group ADE, LLC More: the full row for ADE, LLC 45,570 $25.9M 13.77% +548 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 45,274 $25.7M 3.06% +610 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 45,266 $25.7M 16.58% +43,948 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 45,264 $25.7M 10.03% +1,433 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 45,171 $25.7M 11.4% +5,048 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 45,140 $25.6M 14.54% +140 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 44,930 $25.5M 14.11% -1,286 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 44,887 $25.5M 3.15% +455 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 43,787 $25.4M 18.5% +3,992 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 44,731 $25.4M 6.34% -4,166 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 44,670 $25.4M 7.79% -4,545 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 44,568 $25.3M 0.18% +6,069 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 44,549 $25.3M 16.43% -1,809 13F-HR/A Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 44,416 $25.2M 15.93% -8,896 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 44,389 $25.2M 6.68% +1,138 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 44,252 $25.1M 0.97% -1,917 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 43,862 $24.9M 3.97% +681 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 43,844 $24.9M 19.43% +2,380 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 43,712 $24.8M 8.28% +39,395 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 43,593 $24.8M 0.87% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 43,577 $24.8M 0.56% -407 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 43,412 $24.7M 9.28% +1,621 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 43,432 $24.7M 1.48% -322 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 43,351 $24.6M 0.29% +371 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 43,329 $24.6M 4.39% +2,216 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 43,234 $24.6M 6.25% -4,456 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 43,158 $24.5M 1.14% -576 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 42,453 $24.4M 10.77% +4,307 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 42,753 $24.3M 0.17% -1,069 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 42,741 $24.3M 4.61% +2,644 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 42,687 $24.3M 0.97% -2,178 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 42,602 $24.2M 4.48% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 42,357 $24.1M 0.18% +36,732 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 42,185 $24M 4.45% +5,815 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 42,178 $24M 1.67% +1,041 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 42,066 $23.9M 10.07% +1,274 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 42,050 $23.9M 17.44% -473 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 41,969 $23.8M 8.75% -4,722 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,889 $23.8M 0.68% -936 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 41,644 $23.6M 0.17% -22,487 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 41,573 $23.6M 10.19% +1,001 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 41,477 $23.6M 0.64% +6,073 13F-HR Timeline Group STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 41,474 $23.6M 12.06% -429 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 41,469 $23.6M 14.48% -2,805 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 41,387 $23.5M 7.04% -3,344 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 41,299 $23.5M 0.83% +1,171 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 41,101 $23.3M 3.07% -2,899 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 40,945 $23.3M 0.21% +8,482 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 40,675 $23.2M 2.14% -293 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 40,535 $23.1M 1.99% +706 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 40,521 $23.1M 6.79% -2,258 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 40,481 $23.1M 6.08% -465 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 40,567 $23M 0.88% 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 40,334 $22.9M 10.83% +636 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 40,328 $22.9M 13.81% +2,819 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 40,080 $22.8M 10.54% +1,946 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 39,968 $22.7M 0.68% +4,147 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 39,868 $22.6M 6.51% -228 13F-HR Timeline EQ LLC More: the full row for EQ LLC 39,747 $22.6M 8.76% -1,268 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 39,499 $22.4M 2.22% -1,334 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 39,494 $22.4M 1.53% -44 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 39,435 $22.4M 0.77% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 39,431 $22.4M 0.53% -1,577 13F-HR Timeline InvesTrust More: the full row for InvesTrust 39,239 $22.3M 8.6% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 39,118 $22.2M 0.9% +2,478 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 39,097 $22.2M 0.99% -33,840 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 39,030 $22.2M <0.01% +4,566 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 38,968 $22.1M 1.38% -1,907 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 38,830 $22.1M 1.08% +1,147 13F-HR Timeline PARK PRESIDIO CAPITAL LLC More: the full row for PARK PRESIDIO CAPITAL LLC 38,938 $22.1M 2.35% +752 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 38,906 $22.1M 19.02% +4,348 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 38,823 $22.1M 6.16% -106 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 38,769 $22M 3.09% -1,719 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 38,649 $21.9M 8.69% -118 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 38,614 $21.9M 8.99% +15,108 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 38,596 $21.9M 1.62% -260 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 38,563 $21.9M 10.86% +1,798 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 38,443 $21.8M 0.19% -1,375 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 38,287 $21.7M 5.72% +7,245 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 37,963 $21.6M 0.58% +1,783 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 37,938 $21.6M 10.62% +1,909 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 37,725 $21.4M 1.61% +474 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 37,709 $21.4M 1.69% -1,929 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 37,631 $21.4M 0.54% +288 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 37,468 $21.3M 0.8% -325 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 37,334 $21.3M 0.93% -3,937 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 37,269 $21.2M 0.82% +10,398 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 37,257 $21.2M 8.94% +35,543 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 37,230 $21.1M 4.98% -72 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 37,159 $21.1M 5.95% +26,570 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 37,073 $21.1M 8.46% +270 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 37,013 $21M 0.61% +3,077 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 36,986 $21M 1.18% +6,562 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 36,657 $20.8M 0.99% -67 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 36,619 $20.8M 0.46% +487 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 36,407 $20.7M 1.14% +1,137 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 36,247 $20.6M 1.1% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 36,135 $20.5M 2.01% +2,195 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 36,120 $20.5M 11.9% +997 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 36,060 $20.5M 0.04% +4,472 13F-HR Timeline Group Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 35,986 $20.4M 9.18% -357 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 35,914 $20.4M 2.58% -968 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 35,782 $20.4M 11.05% +6,007 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 35,771 $20.3M 1.08% -3,174 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 35,685 $20.3M 10.42% -5,507 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 35,379 $20.2M 0.55% +8,888 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 35,434 $20.1M 2.16% +4,732 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 35,346 $20.1M 2.21% +6,179 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 35,299 $20.1M 0.47% -4,422 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 35,248 $20M 6.18% -23 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 35,216 $20M 0.68% -24 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 35,206 $20M 0.72% -16,533 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 35,038 $20M 0.6% +5,037 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 35,121 $19.9M 5.91% +589 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 35,090 $19.9M -1,267 Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 34,965 $19.9M 2.77% -27,582 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 34,930 $19.8M 5.2% +799 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 33,760 $19.8M 4.72% new 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 34,775 $19.8M 6.29% -291 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 34,395 $19.6M 1.77% +1,567 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 34,526 $19.6M 13.41% -395 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 34,360 $19.5M 4.72% -1,659 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 34,282 $19.5M 3.01% -123 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 34,088 $19.4M 0.39% +338 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 34,082 $19.4M 23.23% +2,606 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 33,700 $19.1M 0.01% -9,200 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 33,630 $19.1M 0.34% +3,000 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 33,581 $19.1M 2.63% +10,329 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 33,455 $19M 0.69% +250 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 33,254 $18.9M 5.84% -5,353 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 33,232 $18.9M 16.71% -2,260 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 33,106 $18.8M 1.3% +176 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 32,961 $18.7M 0.55% -1,219 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 32,903 $18.7M 11.98% -6,070 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 33,080 $18.6M 5.07% -52 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 32,726 $18.6M 7.85% +1,328 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 32,701 $18.6M 8.06% +823 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 32,468 $18.4M 3.39% -1,001 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 32,467 $18.4M 6.65% +4,603 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,314 $18.4M 2.05% +137 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 32,284 $18.3M 6.03% -6,964 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 32,210 $18.3M 1.32% -5,966 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 32,045 $18.2M 8.26% -1,831 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 31,893 $18.1M 10.63% 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 31,763 $18M 8.55% -710 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 31,694 $18M 0.53% +1,827 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 31,643 $18M 8.42% -1,786 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 31,485 $17.9M 4.8% +128 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 31,471 $17.9M 7.62% +685 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 31,427 $17.9M 0.58% +2,564 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 31,400 $17.8M 2.65% -319 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 31,353 $17.8M 3.22% -5,289 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 31,087 $17.7M 11.05% -1,311 13F-HR/A Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 31,085 $17.7M 4.32% +30,251 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 31,079 $17.7M 1.74% +2,477 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 31,037 $17.6M 2.1% +15,852 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 30,964 $17.6M 13.08% +3,322 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 30,843 $17.5M 1.24% -3,274 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 29,856 $17.5M 0.66% +633 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 30,756 $17.5M 5.79% +1,799 13F-HR/A Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 30,701 $17.4M 13.26% -365 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 30,513 $17.3M 11.56% +895 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 30,492 $17.3M 1.26% +7,599 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 30,459 $17.3M 1.43% +306 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 30,260 $17.2M 2.73% -6,314 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 30,201 $17.2M 4.73% +6,085 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 30,117 $17.1M 0.41% +7,796 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 29,929 $17M 1.54% -2,379 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 29,886 $17M 4.83% -426 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 29,878 $17M 11.38% -586 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 29,790 $16.9M 0.66% -682 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 29,710 $16.9M 0.72% +1,304 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 29,615 $16.8M 1.18% -1,381 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 29,612 $16.8M 7.95% +4,079 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 29,547 $16.8M 4.35% -320 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 29,531 $16.8M 1.93% -490 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 29,479 $16.8M 10.75% +2,900 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 29,436 $16.7M 4.85% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 29,366 $16.7M 0.23% -167 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 29,018 $16.5M 1.08% +24,640 13F-HR/A Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 28,810 $16.4M 9.98% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 28,750 $16.3M 15.57% +14 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 28,579 $16.2M 1.35% -3,288 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 28,486 $16.2M 8% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,444 $16.2M 0.85% -62 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 28,428 $16.1M 2.85% +1,228 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 28,421 $16.1M 0.11% +2,780 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 28,420 $16.1M 3.31% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 28,402 $16.1M 2.21% -1,382 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 28,400 $16.1M 6.28% +16,367 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 28,376 $16.1M 10.19% -855 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 28,271 $16.1M 0.1% +981 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 28,131 $16M 4.51% +1,689 13F-HR Timeline